Blair Modica, Author at BetaShares
4 Macroeconomic indicators and why they matter right now

4 macroeconomic indicators and why they matter right now

Reading time: 5 minutes
Economic indicators are as ubiquitous as financial commentators during a crisis, but what do they really mean, and why do they matter? Given uncertainty seems to dominate global discourse at the moment, we feel it is appropriate to examine the indicators that can give us insight into our economic prosperity in the coming months and beyond.

Read more

AUST, WRLD and HVST – your portfolio handbrake in volatile markets

AUST, WRLD and HVST – a portfolio handbrake in volatile markets

Reading time: 4 minutes
Given current sharemarket instability, we have received a number of questions regarding risk management and how to reduce portfolio volatility in times of market distress. Many of our investors have constructed well-balanced portfolios which incorporate fixed income as a counterweight to equities, but still would like an element of risk management for the equities component of their portfolio.

Read more

Lucky 8? 8 reasons to consider investing in Asian technology companies

Lucky 8? 8 reasons to consider investing in Asian technology companies

Reading time: 4 minutes
Technology companies continue to push the boundaries of what’s possible, and the Fourth Industrial Revolution (i.e. driven by technology) is dramatically changing the way we live. People familiar with the US-based Nasdaq 100 Index will no doubt be aware of the phenomenal growth the technology sector has seen since the Global Financial Crisis,

Read more

Global robotics

The Rise of the Robot: How Robotics are changing the face of the labour force

Reading time: 3 minutes
We are becoming more accustomed to the presence of robots in our daily lives, whether that be through automated vacuums or the involvement of robots in completing our online shopping purchases – robots are moving to the mainstream. However, have you thought about how they are shaping the way we work?

Read more

The value of Quality in times of uncertainty

It stands to reason that so-called ‘quality companies’, i.e. those with high return on equity (or “ROE”), tend to be able to produce good shareholder returns over time.
After all, if a company can generate high profits relative to its invested equity, it is likely to be well positioned to provide attractive investor returns over a sustained period – be it either through high dividends and/or high earnings growth from the reinvestment of profits.

Read more